CRM Setup
Set up SourceTag with Monday CRM
When a visitor submits a form with SourceTag data, the attribution fields need somewhere to go in Monday CRM. You need to create custom columns that match the SourceTag field names.
What you need
- SourceTag installed and form hidden fields set up
- Monday CRM account with admin access
Step 1: Go to custom fields settings
In Monday CRM, navigate to your contacts board and add new columns for attribution data.
Step 2: Create custom fields
Create a new custom text column for each SourceTag data point:
Core fields (create these)
| Field name | Label | Type |
|---|---|---|
st_fc_channel | First Click Channel | Text column |
st_fc_detail_1 | First Click Smart Field 1 | Text column |
st_fc_detail_2 | First Click Smart Field 2 | Text column |
st_fc_detail_3 | First Click Smart Field 3 | Text column |
st_fc_detail_4 | First Click Smart Field 4 | Text column |
st_lc_channel | Last Click Channel | Text column |
st_lc_detail_1 | Last Click Smart Field 1 | Text column |
st_lc_detail_2 | Last Click Smart Field 2 | Text column |
st_lc_detail_3 | Last Click Smart Field 3 | Text column |
st_lc_detail_4 | Last Click Smart Field 4 | Text column |
st_fc_landing_page | First Click Landing Page | Text column |
st_lc_landing_page | Last Click Landing Page | Text column |
Optional extended fields
| Field name | Label | Type |
|---|---|---|
st_fc_click_id | First Click Click ID | Text column |
st_lc_click_id | Last Click Click ID | Text column |
st_visits | Visit Count | Number column |
st_days_to_convert | Days to Convert | Number column |
st_device | Device Type | Text column |
See Captured Fields for the full list of available fields.
Step 3: Map form fields to CRM fields
If your form builder sends data to Monday CRM via an integration (Zapier, Make, webhook, etc.), make sure the SourceTag form fields are mapped to the corresponding Monday CRM columns.
Step 4: Test
Submit a form with UTM parameters and check the contact record in Monday CRM. The custom columns should be populated with attribution data.
Tips
- Group your SourceTag columns together on the board so they are easy to find and filter.
- The column ID in Monday CRM must match the form field name in your integration mapping. Monday auto-generates column IDs, so check these in the column settings.
- Test with a fresh contact (not one that already exists) for the cleanest test.
Doesn't answer your question or need more help? Get in touch.